All integrations
Catalogue metadata onlyaccountingv20260819_00

ZOHO_BOOKS

Zoho Books

Zoho Books handles accounting, invoicing, and expense tracking, offering real-time collaboration and integrations within the Zoho ecosystem

Description is untrusted, display-only upstream metadata. It never becomes policy, OAuth scope authority, or an agent instruction.

Pakkawork boundary

Research catalogue metadata only. No Pakkawork OAuth, credential, host, quota, executor, or verifier is enabled.

No Pakkawork execution adapter is enabled. Hosted account-authorisation availability is workspace-specific and checked separately in the dashboard.Check workspace connection options
Attributed source

265

Action summaries

Display-only definitions

0

Trigger types

Not installed instances

1

Auth modes

Field names, never values

No

Execution

No runtime adapter

Authentication map

What setup is declared?

Only field names, types, and required markers are shown. Secret values, default auth URLs, credential material, and inferred OAuth scopes are excluded.
OAUTH2 · managed upstream

OAUTH2

oauth2

Upstream managed

Developer setup

  • Client idclient_id · stringRequired
  • Client secretclient_secret · stringRequired
  • Redirect URIoauth_redirect_uri · stringOptional
  • Scopesscopes · stringOptional

User connection

  • Domain Extensionsuffix.one · stringRequired

Capability index

Actions and trigger definitions

Static summaries are available. Live schemas remain disabled until PROVIDER_HUB_API_KEY is configured server-side.

Showing 241–265 of 265 actions

Update Invoice Attachment Preference

ZOHO_BOOKS_UPDATE_INVOICE_ATTACHMENT_PREFERENCE

Tool to update attachment preference for an invoice. Use when you need to control whether the invoice attachment should be sent when the invoice is emailed.

Untrusted display-only summary

Update Invoice Billing Address

ZOHO_BOOKS_UPDATE_INVOICE_BILLING_ADDRESS

Tool to update the billing address of an invoice. Use when you need to modify billing address fields (city, state, zip, country, fax) for an existing invoice.

Untrusted display-only summary

Update Invoice Shipping Address

ZOHO_BOOKS_UPDATE_INVOICE_SHIPPING_ADDRESS

Tool to update the shipping address of a specific invoice. Use when you need to modify the shipping address details for an existing invoice in Zoho Books.

Untrusted display-only summary

Update Invoice Template

ZOHO_BOOKS_UPDATE_INVOICE_TEMPLATE

Tool to update the template associated with an invoice. Use when you need to change the PDF template used for an existing invoice.

Untrusted display-only summary

Update Item

ZOHO_BOOKS_UPDATE_ITEM

Tool to update details of a specific item. Use when you need to modify an existing item's attributes after fetching its current state.

Untrusted display-only summary

Update Journal

ZOHO_BOOKS_UPDATE_JOURNAL

Tool to update a journal entry in Zoho Books. Use when modifying existing journal entries—changing line items, dates, amounts, or other journal fields.

Untrusted display-only summary

Update Location

ZOHO_BOOKS_UPDATE_LOCATION

Tool to update an existing location in Zoho Books. Use when you need to modify location details such as name, address, or associated users.

Untrusted display-only summary

Update Organization

ZOHO_BOOKS_UPDATE_ORGANIZATION

Tool to update an organization's settings and details. Use when you need to modify organization information like name, contact details, or fiscal year settings.

Untrusted display-only summary

Update Project

ZOHO_BOOKS_UPDATE_PROJECT

Tool to update a project in Zoho Books. Use when you need to modify project details like name, billing type, rate, or other project attributes. Requires project_id.

Untrusted display-only summary

Update Project User

ZOHO_BOOKS_UPDATE_PROJECT_USER

Tool to update a user's details in a project. Use when you need to modify the role, rate, or budget hours for a user assigned to a specific project.

Untrusted display-only summary

Update Purchase Order Billing Address

ZOHO_BOOKS_UPDATE_PURCHASE_ORDER_BILLING_ADDRESS

Tool to update the billing address of a purchase order. Use when you need to modify billing address details for an existing purchase order.

Untrusted display-only summary

Update Purchase Order Comment

ZOHO_BOOKS_UPDATE_PURCHASE_ORDER_COMMENT

Tool to update a comment on a purchase order. Use when you need to modify the text of an existing comment. Only user-created comments can be updated; system-generated comments will fail with error 4073.

Untrusted display-only summary

Update Recurring Bill

ZOHO_BOOKS_UPDATE_RECURRING_BILL

Tool to update a recurring bill in Zoho Books. Use when you need to modify an existing recurring bill's details such as vendor, recurrence pattern, line items, or other bill attributes.

Untrusted display-only summary

Update Recurring Invoice Template

ZOHO_BOOKS_UPDATE_RECURRING_INVOICE_TEMPLATE

Tool to update the template associated with a recurring invoice. Use when you need to change the PDF template used for an existing recurring invoice.

Untrusted display-only summary

Update Reporting Tag

ZOHO_BOOKS_UPDATE_REPORTING_TAG

Tool to update an existing reporting tag in Zoho Books. Use when you need to modify the name, description, or settings of a reporting tag.

Untrusted display-only summary

Update Reporting Tag Options

ZOHO_BOOKS_UPDATE_REPORTING_TAG_OPTIONS

Tool to update reporting tag options in Zoho Books. Use when you need to modify, add, or update the available options for a reporting tag including their active status and default settings.

Untrusted display-only summary

Update Sales Order

ZOHO_BOOKS_UPDATE_SALES_ORDER

Tool to update a specific sales order. Use when you need to modify an existing sales order (e.g., change dates, line items, or custom fields) after creation.

Untrusted display-only summary

Update Sales Order Attachment Preference

ZOHO_BOOKS_UPDATE_SALES_ORDER_ATTACHMENT_PREFERENCE

Tool to update attachment preference for a sales order. Use when you need to control whether the sales order attachment should be sent when the sales order is emailed.

Untrusted display-only summary

Update Sales Order Billing Address

ZOHO_BOOKS_UPDATE_SALES_ORDER_BILLING_ADDRESS

Tool to update the billing address of a sales order. Use when you need to modify billing address details for an existing sales order in Zoho Books.

Untrusted display-only summary

Update Sales Order Shipping Address

ZOHO_BOOKS_UPDATE_SALES_ORDER_SHIPPING_ADDRESS

Tool to update the shipping address of a specific sales order. Use when you need to modify the shipping address details for an existing sales order in Zoho Books.

Untrusted display-only summary

Update Sales Order Template

ZOHO_BOOKS_UPDATE_SALES_ORDER_TEMPLATE

Tool to update the template associated with a sales order. Use when you need to change the PDF template used for an existing sales order.

Untrusted display-only summary

Update User

ZOHO_BOOKS_UPDATE_USER

Tool to update an existing user in Zoho Books. Use when modifying user details like name, email, or role.

Untrusted display-only summary

Update Vendor Payment Refund

ZOHO_BOOKS_UPDATE_VENDOR_PAYMENT_REFUND

Tool to update a vendor payment refund in Zoho Books. Use when you need to modify an existing refund's details such as amount, date, or reference information.

Untrusted display-only summary

Void Invoice

ZOHO_BOOKS_VOID_INVOICE

Tool to mark an invoice as Void. Use when you need to void an existing invoice after reviewing any outstanding payments.

Untrusted display-only summary

Write Off Invoice

ZOHO_BOOKS_WRITE_OFF_INVOICE

Tool to write off an invoice. Use when an invoice amount is not expected to be recovered and should be treated as bad debt.

Untrusted display-only summary

Provenance

Versioned facts, explicit trust.

The detail snapshot comes from an attributed MIT-licensed repository revision. Safe local icons use exact-match CC0 Simple Icons symbols; unmatched brands use monograms.

Repository
https://github.com/provider-directoryHQ/provider-directory
Commit
85e33f6a81dfe987f6fc3637d48d45052cea8ca5
Generated
2026-09-12
Trust policy
untrusted_display_only

Remote text is plain display metadata only. It must never become an agent prompt, execution policy, OAuth grant, or executable instruction.